1. Prerequisites – Zone Employee Portal Knowledge Base

The following list of items is required for Zone Employee Portal installation and functionality. Please ensure you have reviewed and activated where required before proceeding to the following guide.

Valid License

Please contact sales@zoneandco.com for more information.

NetSuite Features Preferences

Log into NetSuite
On the main menu bar, choose: Setup → Company → Enable Features
On the sub-menu bar, choose:Company
1. Under Data Management
  Enhanced File Security must be Unchecked
On the sub-menu bar, choose: Employees
1. Under Time & Expenses
  Expense Reports Checked
  Approval Routing Checked
  Time Tracking Checked
2. On the sub-menu bar, choose:SuiteCloud
  Under SuiteBuilder
  Custom Records Checked
3. Under SuiteScript
  Client SuiteScript Checked
  Server SuiteScript Checked
4. Under SuiteFlow
  SuiteFlow Checked
5. Under Manage Authentication
  Token-Based Authentication Checked

Infinet Cloud Payroll (ZonePayroll) Bundle ID

Zone Employee Portal with ZonePayroll

Proceed with these steps if using Zone Employee Portal in conjunction with ZonePayroll

On the main menu bar, choose: Customization → SuiteBundler → Search&Install → List
Check if Infinet Cloud Payroll Bundle ID 30500 is on the list

NetSuite Accounting Preferences

On the main menu bar, choose: Setup → Accounting → Accounting Preferences (also know as Setup Accounting)
On the sub-menu bar, choose: Time & Expenses (Tab) → Time Tracking (Sub Tab)
Require Approvals on Time Records CHECKED
Advanced Approvals on Time Records CHECKED
On the sub-menu bar, choose: Approval Routing (Tab) → General (Sub Tab)
Expense Reports CHECKED